{"id":6841,"date":"2025-01-20T16:46:47","date_gmt":"2025-01-20T16:46:47","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/apps-to-help-financial-advisors-onboard-new-clients\/"},"modified":"2025-01-20T16:46:53","modified_gmt":"2025-01-20T16:46:53","slug":"apps-to-help-financial-advisors-onboard-new-clients","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/apps-to-help-financial-advisors-onboard-new-clients\/","title":{"rendered":"Apps to Help Financial Advisors Onboard New Clients"},"content":{"rendered":"

\"Apps<\/a><\/p>\n

Back in the old days, getting (and then onboarding) clients from faraway places meant phone calls, emails, faxes argh. Not anymore. There are plenty of easy to use apps to make the process a breeze for you and for your clients. Blueleaf client ScholarFi<\/a>, a husband and wife team, have the process to onboard new clients sorted out.<\/p>\n

Put Yourself Out There<\/b><\/h3>\n

Are you an expert in your field? Dr. Rhoades is. The principal advisor at ScholarFi is known as an expert in fiduciary duty. He is proactive in getting himself out there. How, you ask? By using Help a Reporter Out (HARO) he can get opportunities to be quoted in the media sent directly to his inbox. And as a direct result ScholarFi\u2019s new clients (a young couple who\u2019d just become investors) saw a quote from Dr. Rhoades in the Wall Street Journal and reached out.<\/p>\n

If you want to get opportunities to be quoted in the media sent directly to your inbox, check out HARO<\/a>. Just make sure that you respond quickly to queries and that you provide all of the information asked for, so the reporter doesn\u2019t have to email you back for more information. HARO can take some time so be targeted and persistent. Choose a specialty. Ideally one that is topical right now. Also, check out the reporters online. Try to connect with them in other ways like social media as well.<\/p>\n

Make Long-Distance Consults a Snap<\/b><\/h3>\n

After the potential clients reached out, ScholarFi set up a free consult to review their portfolio. Free consults are a great marketing tool, as they let everyone get a feel for each other, and they\u2019ve worked well for ScholarFi. If you want to make scheduling easier for everyone, you can use tools like Doodle<\/a> or Calendly<\/a>, which let a potential client book a consult from a landing page–without the incessant email back-and-forth.<\/p>\n

Before the consult, they set the potential clients up in Blueleaf and had them log into their account to input information, letting Dr. Rhoades be prepared for the consult. For the consult itself, they used Skype. You can use a phone call, but tools like Skype<\/a> or Google Hangouts<\/a> can work better, as video chat feels a little more personable than a phone call.<\/p>\n

Get the Signature <\/b><\/h3>\n

After the consult, the potential clients turned in to new clients. ScholarFi used DocuSign to get all of the necessary paperwork signed quickly and easily. Using DocuSign<\/a> (or HelloSign<\/a>, or PandaDoc<\/a>, or other similar tools), financial advisors can eliminate the tedious \u201cemail, print, sign, scan, email back\u201d process on both sides, making it easy to finalize the onboarding process and make your new clients official.<\/p>\n

Cathy and Dr. Rhoades have moved a few times during their practice, and they\u2019re moving again this summer. They don\u2019t want to be limited geography–and they\u2019re especially looking to get younger, tech-savvier clients. For them, using apps like these are key in attracting and retaining clients.<\/p>\n

Here\u2019s those steps again: <\/b><\/h3>\n
    \n
  1. \n

    Put yourself out there<\/strong><\/h3>\n

    Tools to use: HARO<\/a>, social media, content marketing<\/li>\n

  2. \n

    Make your consults easy to schedule<\/strong><\/h3>\n

    Tools to use: Doodle<\/a>, Calendly<\/a>, or email add-ons like MixMax<\/a> or Assistant.to<\/a><\/li>\n

  3. \n

    Video chat with potential clients to see if they\u2019re a fit<\/strong><\/h3>\n

    Tools to use: Skype<\/a>, Google Hangouts<\/a><\/li>\n

  4. \n

    Finalize the paperwork without ever touching a printer or scanner<\/strong><\/h3>\n

    Tools to use: HelloSign<\/a>, Docusign<\/a>, PandaDoc<\/a><\/li>\n<\/ol>\n


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